Plan Ledger DOL Form 5500 · updated monthly

Clearwater Security & Compliance LLC401(k)

CLEARWATER 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Clearwater Security & Compliance LLC reported $6,977 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,267 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 738th-largest of 1,496 plans among Tennessee employers on file, and 7,043rd of 11,654 in professional & technical services. In 2024, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,184,798
Participants with balances209
Active participants192
Employer contributions$627,220
Employee contributions$1,611,147
Employer contribution per active participant$3,267
Average account balance$63,085
Benefits paid to participants$1,587,254
Plan auditUnmodified (clean) audit opinion
AuditorKENDRA G. MELNYK, CPA
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,977
Total administrative$6,977
The Clearwater Security & Compliance LLC 401(k) match · 2024
Employer contribution per active participant$3,267
Median for plans this size$2,416

Clearwater Security & Compliance LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EFINANCIAL ALLIANCEindirect comp
ASCENSUS C/O FUTUREPLAN · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$6,977 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Trc Worldwide Engineering TN$14.4M · 0.25%
Built Technologies TN$14.3M · 0.59%
Avertium, LLC TN$13.3M · 0.52%
Blankenship CPA Group, PLLC TN$13.0M · 0.48%
Lisega, Inc. TN$12.9M · 0.59%
Marion Environmental, Inc. TN$12.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272802336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.